The Financial Survival Guide to Retirement Investment In Practice.

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Presentation transcript:

The Financial Survival Guide to Retirement Investment In Practice

Review Efficient Market Hypothesis Modern Portfolio Theory Post-Modern Portfolio Theory What do you think?

Review 1.Determine your investment objective 2.Know your risk tolerance 3.Identify your alpha and beta Alpha – percent you are willing to bet Beta – percent invested in the market 4.Place your bets with your Alpha 5.Invest Beta according to asset allocation Use index funds to match the market

Review Asset allocation is the single biggest determinate of portfolio results What’s your beta? Major asset classes – Stocks – Bonds, – Cash How you allocate your investments depends upon the returns you need and risk you can take Rule-of-thumb: %stock = age

Investment Examples Example advice from Money Magazine and Smart Money Review their situation What would you advise? What do you think of the advice given?